US Client Accounting Lead
Core
Oversee end-to-end accounting operations for a portfolio of 10–20 clients, managing bookkeeping, payroll, invoicing, and financial reporting.
Role type
Senior US Client Accounting Lead
Builds
Accurate financial records, audit-ready schedules, and timely financial reports for diverse client portfolios
Domain
US Accounting / Cloud Accounting
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Full-charge bookkeeping, accrual accounting, month-end close, financial reporting, payroll processing, sales tax, client onboarding, accounting clean-up, team coordination, process improvement
Preferred skills
CPA firm experience, public accounting experience
Technologies
QuickBooks Online, BILL, Gusto
Responsibilities
Oversee full-charge bookkeeping and finance processes for a portfolio of clients; Manage accounting activities for cash- and accrual-basis clients; Serve as primary accounting contact for assigned clients; Coordinate with support team members by scheduling and delegating work; Review accounting records of prospective clients for clean-up; Develop and manage onboarding and clean-up plans for new clients; Continuously identify opportunities to improve workflows and service quality
Seniority
Senior, hands-on IC with team coordination